Civic Intelligence

The Albert J Gifford Charitable Trust

990T • Fiscal year 2020 • EIN 04-6023790

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization Profile
370 Main Street 12th FloorWorcester, MA 01608

(508) 459-8000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,520,285Liabilities 2011: $44,0002011Assets 2012: $1,526,435Liabilities 2012: $02012Assets 2013: $1,572,199Liabilities 2013: $02013Assets 2014: $1,567,125Liabilities 2014: $02014Assets 2015: $1,568,432Liabilities 2015: $02015Assets 2017: $1,482,709Liabilities 2017: $0Net Assets 2017: $1,482,7092017Assets 2018: $1,390,870Liabilities 2018: $0Net Assets 2018: $1,390,8702018Assets 2019: $1,349,712Liabilities 2019: $0Net Assets 2019: $1,349,7122019Assets 2020: $1,319,579Liabilities 2020: $0Net Assets 2020: $1,319,5792020Assets 2021: $1,289,525Liabilities 2021: $0Net Assets 2021: $1,289,5252021Assets 2022: $1,340,648Liabilities 2022: $0Net Assets 2022: $1,340,6482022Assets 2023: $1,268,634Liabilities 2023: $0Net Assets 2023: $1,268,6342023Assets 2024: $1,286,322Liabilities 2024: $0Net Assets 2024: $1,286,3222024

Latest loaded filing

2024

Assets$1,286,322
Liabilities$0
Net Assets$1,286,322
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $89,128Expenses 2011: $126,156Net Income 2011: -$37,0282011Revenue 2012: $152,506Expenses 2012: $139,114Net Income 2012: $13,3922012Revenue 2013: $201,493Expenses 2013: $155,729Net Income 2013: $45,7642013Revenue 2014: $149,505Expenses 2014: $154,579Net Income 2014: -$5,0742014Revenue 2015: $173,169Expenses 2015: $171,862Net Income 2015: $1,3072015Revenue 2017: $93,369Expenses 2017: $162,216Net Income 2017: -$68,8472017Revenue 2018: $79,783Expenses 2018: $152,182Net Income 2018: -$72,3992018Revenue 2019: $110,646Expenses 2019: $171,244Net Income 2019: -$60,5982019Revenue 2020: $133,786Expenses 2020: $163,919Net Income 2020: -$30,1332020Revenue 2021: $152,121Expenses 2021: $182,175Net Income 2021: -$30,0542021Revenue 2022: $184,712Expenses 2022: $187,309Net Income 2022: -$2,5972022Revenue 2023: $106,059Expenses 2023: $178,073Net Income 2023: -$72,0142023Revenue 2024: $220,192Expenses 2024: $201,274Net Income 2024: $18,9182024

Latest loaded filing

2024

Revenue$220,192
Expenses$201,274
Net Income$18,918
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v1.0
Filing and Contact Details

Filer

Filer Name
The Albert J Gifford
EIN
04-6023790
Phone
5084598000
Address
370 MAIN STREET 12TH FLOOR, WORCESTER, MA 01608

Signing Officer

Name
Warner S Fletcher
Title
Trustee
Phone
5084598000
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Fletcher Tilton Pc
Address
370 MAIN ST 11TH FLOOR, WORCESTER, MA 01608-1779
Preparer
Sandra Zdonczyk Ea
Phone
5084598000
Raw XML Appendix76 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0WARNER S FLETCHER
IRS990T/BooksInCareOfDetail/PhoneNum05084598000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0370 MAIN STREET 12TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd001608
IRS990T/BookValueAssetsEOYAmt01319579
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt06584
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0724
IRS990T/OverpaymentSection/OverpaymentAmt0724
IRS990T/PriorYearOverpaymentCreditAmt01700
IRS990TScheduleA/OtherIncomeAmt01222
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalOrdinaryGainLossAmt013281
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1335
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt013168
IRS990TScheduleA/TotUnrltTrdBusIncmAmt013168
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt013168
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt013168
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt0976
IRS990T/TaxLessCreditsAmt0976
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01700
IRS990T/TotalTaxAmt0976
IRS990T/TotalTaxComputationAmt0976
IRS990T/TotalUBTIAmt05584
IRS990T/TotalUBTIBeforeNOLSpecificAmt06584
IRS990T/TotalUBTIBeforeSection199AAmt06584
IRS990T/TotalUBTIComputedAmt013168
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARNER S FLETCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05084598000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALBERT J GIFFORD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0046023790
ReturnHeader/Filer/PhoneNum05084598000
ReturnHeader/Filer/USAddress/AddressLine1Txt0370 MAIN STREET 12TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042628601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FLETCHER TILTON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0370 MAIN ST 11TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0016081779
ReturnHeader/PreparerPersonGrp/PhoneNum05084598000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA ZDONCZYK EA
ReturnHeader/ReturnTs02021-11-08T09:22:03-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WARNER S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLETCHER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.22$0.20$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.18$0.19$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.15$0.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.13$0.16$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.11$0.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.09$0.16$0.07
2015Summary only. Only limited summary data is available for this year.$1.57$0.00$0.17$0.17$0.00
2014Summary only. Only limited summary data is available for this year.$1.57$0.00$0.15$0.15$0.01
2013Summary only. Only limited summary data is available for this year.$1.57$0.00$0.20$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.15$0.14$0.01
2011Summary only. Only limited summary data is available for this year.$1.52$0.04$0.09$0.13$0.04